Time & Budgets

Manage time and budgets so your team can estimate work and track time right where the work happens.

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11 articles in this collection
Written by Ian Vacin, Erin Jamison, Leigh Schlobohm and 2 others

Overview

Overview of Time & Budgets

Estimate and track time to understand jobs that are on-budget, allocate resources, and uncover performance insights to transform your firm.

Written by Ian Vacin
Updated this week

How-to

Add budget estimates, track time and submit time sheets

Ensure your timesheets are completed accurately and timely by following these best practices for tracking and submitting time.

Written by Lise Gervig Pedersen
Updated over a week ago

Update your templates for Time & Budgets

Set up budgets and adjust dollar amounts via estimates in your work template to apply to all work items created off of the template.

Written by Lise Gervig Pedersen
Updated over a week ago

Review, adjust and approve timesheets as a Time Administrator

On request, review colleagues' weekly submitted timesheets to approve or decline.

Written by Ian Vacin
Updated this week

Use Time & Budgets to complete billing

Your options and steps to leverage Time & Budgets to interface with your firm's billing solution.

Written by Ian Vacin
Updated over a week ago

FAQs

Can I add time to my colleague's timesheet?

As an admin, you have extra permissions that allow you to edit and submit a colleague's timesheet entries.

Written by Erin Jamison
Updated this week

What happens to my time entries when I reset or delete a work item?

When you reset or delete a work item, the time entries previously on those work items will still exist.

Written by Erin Jamison
Updated over a week ago

How can I remove irrelevant roles from my budget?

You can remove irrelevant roles from your budget by removing the estimates given to them in the Time & Budget tab off of the template.

Written by Leigh Schlobohm
Updated over a week ago

How can I record holidays, vacations, and other time off?

Recording employee time off in Karbon can help paint a complete picture of utilization.

Written by Advisory Solutions
Updated over a week ago

How can I create a one-off custom billing rate?

Steps to capture a time entry with a one-off billing rate for a job.

Written by Ian Vacin
Updated over a week ago

Will changes to default billable rates affect existing work items?

Changes to the default rate for a role or task type will be carried across to any templates or active work items using those rates.

Written by Erin Jamison
Updated over a week ago